Profiel
Ms. Heather S.
Williams, CFA, is a Director of Investments at Pointe Capital Management LLC.
She brings over 40 years of investment experience to her role as Director of Investments at Pointe Capital Management.
Her background includes research and portfolio management serving clients and philanthropic organizations.
Prior to joining Pointe Capital, Ms. Williams spent over nine years with TMW Enterprises, Inc. providing portfolio management, investment research, estate planning and wealth transfer strategies to an entrepreneurial, multi-generational family.
Prior to TMW, she spent four years with Munder Capital Management and two years with Loomis Sayles providing quantitative equity analysis and research to identify potential investment opportunities for their respective large cap value and small cap value teams.
She received her B.S.
in Mathematics from the University of Michigan and is a CFA charter holder.
Actieve functies van Heather Stewart Williams
| Bedrijven | Functie | Begin |
|---|---|---|
Pointe Capital Management LLC
Pointe Capital Management LLC Investment ManagersFinance Pointe Capital aims to preserve and grow the value of their clients’ assets over time by using a long-term, diversified approach that uncovers the merits of every investment they make. | Director of Investments | 01-01-2025 |
Opleiding van Heather Stewart Williams
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pointe Capital Management LLC
Pointe Capital Management LLC Investment ManagersFinance Pointe Capital aims to preserve and grow the value of their clients’ assets over time by using a long-term, diversified approach that uncovers the merits of every investment they make. | Finance |
















